Latest Institutional Transactions on Eaton Vance Tax Managed Buy Write Strategy Fund (EXD)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Strategy Fund (EXD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2020
Q2 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-9.03KClosed |
$67.3K - $83.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-900Closed |
$6.71K - $8.32K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-400Closed |
$2.98K - $3.7K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.4KClosed |
$40.2K - $49.9K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$80.7K - $100K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 09, 2020
Q1 2020
|
Sanders Morris Harris LLC
|
BUY
|
- |
16.1KNew |
$99.3K - $170K
|
16.1K
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-61.5KClosed |
$579K - $637K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-17.2KClosed |
$162K - $178K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-18KClosed |
$169K - $186K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-55.2KClosed |
$520K - $572K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8KClosed |
$74.8K - $77.8K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-60.5KClosed |
$565K - $588K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16KClosed |
$150K - $156K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56KClosed |
$14.5K - $15.1K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-412Closed |
$3.85K - $4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Matisse Capital
|
SELL
|
- |
-171KClosed |
$1.51M - $1.65M
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16.5KClosed |
$143K - $157K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-13KClosed |
$113K - $124K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500Closed |
$4.15K - $4.53K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-42.8KClosed |
$355K - $388K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10KClosed |
$82.9K - $90.5K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.5KClosed |
$20.7K - $22.6K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-22.6KClosed |
$198K - $207K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-333Closed |
$2.91K - $3.05K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6KClosed |
$101K - $106K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Sep 07, 2021
Q2 2018
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.5KClosed |
$22.5K - $24.9K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$116K - $133K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
147+ 6.0% |
$1.51K - $1.75K
|
2.6K
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-89Closed |
$912 - $1.06K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-61.4KClosed |
$630K - $731K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Wedbush Securities Inc
|
SELL
|
- |
-10KClosed |
$103K - $119K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10KNew |
$114K - $120K
|
10K
$0
|
|
|
Nov 08, 2017
Q3 2017
|
Girard Partners Ltd.
|
SELL
|
- |
-16KClosed |
$182K - $191K
|
0
$0
|
|
| Q1 2015 | |||||||
|
Sep 22, 2017
Q1 2015
|
Allen Investment Management LLC
|
SELL
|
- |
-1.08K- 8.38% |
N/A
|
11.8K
$0
|
|